Transitioning from Accounting Firm to In-House

Congratulations, TaFanesamekeya! Thank you for taking the time to post your concerns here in the Community forum. I understand how hard transitions can be. I'm here to help you lessen your worries and share insights about managing your client's financial records.  

You may consider signing up for a QuickBooks Online Accountant (QBOA). This version allows you to review books, revise transactions, and fix financial issues. Your clients can add you as an accountant user. This way, you can seamlessly connect to your client's accounts and collaborate on any aspect of your business. You can create a new QBOA firm directly from our website or on an invite sent by a client.

If you choose to set up your account directly, we can: 

1. Head over to our website.
2. Choose the Sign up link.
3. Follow the steps to create a new firm.

On the other hand, if your client has sent an email invite, you can refer to the instructions outlined below: 

1. Ask your client to invite you to be their accountant.
2. Open the invite email and select the Accept Invitation link.
3. Follow the steps to create an account.

Here's an article for more info: Sign up for QuickBooks Online Accountant. 

Also, you can reconcile your accounts to ensure your bank statements match your QuickBooks record. With that, we can ensure your client's financial data are accurately tracked and balanced. If you need to make corrections to the past reconciliation, you can undo an entire period and help your clients start afresh.  

Drop by again if you have more questions about managing your client's Books in QBOA, TaFanesamekeya. Please let me know if you have encountered difficulties transitioning from an Accounting firm to an In-house bookkeeping, and I'll get back to you as soon as I can. Stay safe! 

@TaFanesamekeya 

First tips are:

1. Make sure your company owner or their Finance Head has Primary Admin access

2. If you don't have QBO Advanced, you can use a 3rd party backup restore app to lower any risks.